See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,420 | $106,515-80.8% | $96,683-78.9% | $139,434-85.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 28.32% | 38.43%-10.1pp | 35.69%-7.4pp | 372.94%-344.6pp |
| Employer contribution / active EE | $9,831 | $4,103+139.6% | $3,737+163.1% | $4,751+106.9% |
| Participant deferral / active EE | $1,697 | $5,454-68.9% | $4,878-65.2% | $6,710-74.7% |
| Admin fee / account holder | $998 | $7,877-87.3% | $6,730-85.2% | $11,403-91.2% |